Predictika · Design software subscription quotes

An AI sales agent's design software subscription quote, checked before it goes out

An AI sales agent prepares a quote for an Autodesk style design software subscription: the collection or product, the plan (named user, multi-user or Flex tokens), the number of seats, the term, co-term, sales channel and discount. Before the quote goes out, the agent sends it to Predictika's validator, which checks all of it together, compares the net total the agent states with the one it computes, and reports every problem in one pass.

Scope: Design software subscription quotes: two industry collections and AutoCAD on named-user, multi-user or Flex token plans, with seats, term, co-term, channel, destination, discount and the stated net total. See everything this validator covers

This validator models Autodesk style subscription quotes, not just the scenarios shown below.

  • Products and plans — Two industry collections and AutoCAD, sold as named-user, multi-user or Flex token plans; multi-user access is not offered on the collections.
  • Flex tokens — A minimum purchase of 500 tokens, enough tokens to cover the seats quoted, a 1 year term only, and no co-term.
  • Term and co-term — Terms of 1 or 3 years, a co-term of 0 to 11 months, and deal desk approval for a co-term above 6 months.
  • Channel and destination — Reseller and distributor discounts, at least 10 seats on a distributor quote, 1 to 500 seats on one quote, and no sale to an embargoed destination.
  • Discounts and size — Channel, volume, multi-year and extra discounts added together, approval by a sales director above 20 percent, a block above 30 percent, and a deal desk review above USD 400,000.
  • The stated net total — A check that the net total the agent states matches the net total the validator computes, with an estimated price build-up in US dollars.
  • Stated net total — the net total the quote states against the net total the validator computes.

Any design software subscription quote that touches these rules is in scope, not only the scenarios pictured here. Not covered: other Autodesk products and plans, real list prices and contracts, taxes and currency, renewal terms, or reseller margins beyond the discounts listed.

The AI sales agentBuilds the subscription quote from the conversation and says it is ready.
Predictika validatorChecks every rule at once and returns the verdict, each finding, and the computed figures.

7 scenarios in 3 groups · each group runs from the agent’s first attempt to the outcome · click one to switch

What the agent proposes

The AI sales agent says

Illustrative agent statement. The validator receives the structured request below.

Proposing agent: AI sales agent (scripted)

Before sending, the agent must call Recorded run

Predictika validator


      

        
        
        
      

      
Waiting for the call.

      
    

  

  
  

    
Where rules-based CPQ gets it wrong
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Our assessment of what a typical rules-based CPQ (product rules, price rules and validation rules, as in Salesforce CPQ or Conga) does with the same cases. It is a judgment about effort and reliability, not a claim that nothing can be built.

    
What the validator caughtTypical rules-based CPQPredictika
Flex token minimum, coverage for the seats quoted, a 1 year term and no co-termOnly with care
Several related rules on one plan type that must be kept in step with the catalog.		The plan rules are data; every finding arrives together.
Channel, volume, multi-year and extra discounts added up against one limitOnly with workarounds
Four discounts from different sources have to be summed in a fixed order before the limit and approval tiers apply.		The total is calculated once and the limit and approval tiers use it.
Co-term charges with an approval above a stub periodOnly with care
A prorated charge and a threshold that depend on the product price and seat count.		The charge and the threshold follow from the choices.
The total the agent statesOnly with workarounds
Comparing a stated total with a computed one means a separate rule per quote layout, and price rules rarely run on stated figures.		The stated net total is a field in the request and is checked against the computed total.
Every problem returned in one answerOnly with workarounds
Rules tend to fire as the quote is saved, so a rep often fixes one error and meets the next.		All findings come back together, whatever order the choices arrived in.

  

  

    
What this validator catches: findings from its test cases
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Every rule is checked on every call, in any order the choices arrive; one problem never hides another. Blocking findings stop the quote; approval findings need a person to sign off; everything else is computed.

    
1Total discount of 22 percent is above the 20 percent a rep can give; sales director must approve.
28 months of co-term is above 6 months; deal desk must approve the stub period.
3Contract value of USD 1,377,000 is above USD 400,000 and needs a deal desk review.
4Multi-user access is not offered for the Product Design and Manufacturing Collection.
5Flex tokens are sold on a 1 year term only; a term of 3 years was requested.
6300 Flex tokens are under the 500 token minimum purchase.
7600 Flex tokens do not cover the 800 tokens needed for 40 seats of the Architecture Engineering and Construction Collection.
8A term of 2 years is not offered; use 1 or 3 years.
9600 seats are outside the 1 to 500 seats of one quote.
10Contract value of USD 1,944,000 is above USD 400,000 and needs a deal desk review.
11Subscriptions cannot be sold to an embargoed destination.
1214 months of co-term are outside the 0 to 11 months allowed.
13Distributor quotes need at least 10 seats; 5 seats were requested.
14100 Flex tokens are under the 500 token minimum purchase.
15100 Flex tokens do not cover the 600 tokens needed for 30 seats of the Architecture Engineering and Construction Collection.
16Flex tokens cannot be co-termed; 2 months of co-term were requested.
17Total discount of 48 percent exceeds the 30 percent limit.
18The quoted net total of USD 64,800 does not match the USD 72,000 the validator computed.
19Total discount of 35 percent exceeds the 30 percent limit.
20The quoted net total of USD 189,961.20 does not match the USD 172,692 the validator computed.

  

  

    
Scenarios and results
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The recorded result of the validator for each scenario on this page: the request the AI agent sent, the verdict, and every finding, in the order they appear above.

    
1. The total the agent states: Stated total below computed

    
The agent's request. 20 seats of the Architecture, Engineering and Construction Collection, named-user access, one year term, direct, no extra discount. The net total is USD 64,800. Ready to send.

    
Verdict: Blocked.

    
    
      
  • Quoted Net Total. The quoted net total of USD 64,800 does not match the USD 72,000 the validator computed.
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2. The total the agent states: The agent resubmits after fixing the errors

    
The agent's request. 20 seats of the Architecture, Engineering and Construction Collection, named-user access, one year term, direct, no extra discount. The net total is USD 72,000. Ready to send.

    
Verdict: Allowed.

    
    
      
  • Price summary. Estimated list prices in USD: USD 72,000 net over 1 years; USD 72,000 list before discount; USD 0 co-term charge for 0 months; 0 percent total discount; 20 seats; 0 Flex tokens.
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3. Flex tokens: Flex tokens that fall short

    
The agent's request. Flex purchase for 40 users of the Architecture, Engineering and Construction Collection: 600 Flex tokens, one year term, direct, no extra discount. The net total is USD 1,710. Ready to send.

    
Verdict: Blocked.

    
    
      
  • Flex Token Coverage. 600 Flex tokens do not cover the 800 tokens needed for 40 seats of the Architecture Engineering and Construction Collection.
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4. Flex tokens: The agent resubmits after fixing the errors

    
The agent's request. Flex purchase for 40 users of the Architecture, Engineering and Construction Collection: 800 Flex tokens, one year term, direct, no extra discount. The net total is USD 2,280. Ready to send.

    
Verdict: Allowed.

    
    
      
  • Price summary. Estimated list prices in USD: USD 2,280 net over 1 years; USD 2,400 list before discount; USD 0 co-term charge for 0 months; 5 percent total discount; 40 seats; 800 Flex tokens.
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5. Extra discount: 35 percent extra discount

    
The agent's request. 20 seats of the Architecture, Engineering and Construction Collection, named-user access, one year term, direct, 35 percent extra discount. The net total is USD 46,800. Ready to send.

    
Verdict: Blocked.

    
    
      
  • Discount Limit. Total discount of 35 percent exceeds the 30 percent limit.
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6. Extra discount: The agent resubmits after fixing the errors

    
The agent's request. 20 seats of the Architecture, Engineering and Construction Collection, named-user access, one year term, direct, 15 percent extra discount. The net total is USD 61,200. Ready to send.

    
Verdict: Allowed.

    
    
      
  • Price summary. Estimated list prices in USD: USD 61,200 net over 1 years; USD 72,000 list before discount; USD 0 co-term charge for 0 months; 15 percent total discount; 20 seats; 0 Flex tokens.
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7. Review by a person: 22 percent extra discount

    
The agent's request. 20 seats of the Architecture, Engineering and Construction Collection, named-user access, one year term, direct, 22 percent extra discount. The net total is USD 56,160. Ready to send.

    
Verdict: Needs approval.

    
    
      
  • Discount Approval. Total discount of 22 percent is above the 20 percent a rep can give; sales director must approve.
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  • Price summary. Estimated list prices in USD: USD 56,160 net over 1 years; USD 72,000 list before discount; USD 0 co-term charge for 0 months; 22 percent total discount; 20 seats; 0 Flex tokens.
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Narration transcript
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The text of the narrated walkthrough, step by step.

    
    
      
  1. Welcome to a demo of Predictika's Validator. An AI sales agent prepares a quote for an Autodesk style design software subscription: the collection or product, the plan (named user, multi-user or Flex tokens), the number of seats, and more. Before the quote goes out, the agent sends it to Predictika's validator, which checks all of it together, compares the net total the agent states with the one it computes, and reports every problem in one pass.
    2. 
      
  2. I will start with the first request by the agent.
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  3. The agent says. Flex purchase for 40 users of the Architecture, Engineering and Construction Collection: 600 Flex tokens, one year term, direct, no extra discount. The net total is USD 1,710. The rest of the request is on screen.
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  4. Before it goes out, the agent calls the validator.
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  5. Blocked, with one finding, all in one answer. 600 flex tokens do not cover the 800 tokens needed for 40 seats of the Architecture Engineering and Construction Collection.
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  6. The validator returned one blocking finding in one answer. A check that reads one field at a time would pass most of this; it shows only when the choices in the quote are checked against each other.
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  7. What this shows: for flex token minimum, coverage for the seats quoted, a 1 year term and no co-term, a rules-based CPQ is error-prone for this.
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  8. Now the agent resubmits.
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  9. The corrected request. It changes the flex tokens to 800 and the net total stated on the quote to $2,280.
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  10. It calls the validator again.
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  11. This time the validator clears it.
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  12. The validator also returns the line-item quote, on screen.
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  13. The earlier finding is cleared.
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  14. One problem caught in one call, fixed in one pass, and a clean $2,280 quote. That is the value of Predictika's validator: catching mistakes before they reach the customer. Now you can try the other scenarios yourself.
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